Laurel Wealth Planning’s Southern Company SO Stock Holding History

Laurel Wealth Planning’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-301	Closed	-$22K	–	278
2022 Q1	$22K	Hold	301	–	–	0.01%	155
2021 Q4	$21K	Hold	301	–	–	0.02%	115
2021 Q3	$19K	Hold	301	–	–	0.02%	115
2021 Q2	$18K	Hold	301	–	–	0.02%	84
2021 Q1	$19K	Hold	301	–	–	0.02%	80
2020 Q4	$18K	Buy	+301	New	+$18.1K	0.02%	71

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laurel Wealth Planning's SO Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Southern Company (SO) in Q2 2022, closing a stake of 301 shares — an estimated $22K sold.

Laurel Wealth Planning first reported a position in SO in Q4 2020 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Laurel Wealth Planning reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Planning sold 301 Southern Company shares in Q2 2022, an estimated $22K.
Laurel Wealth Planning first reported a position in Southern Company in Q4 2020 and held it in 6 quarters.
Laurel Wealth Planning's Southern Company position peaked at $22K in Q1 2022.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.